Insurance Services Agent

HomeFirst Agency, Inc. is a leading insurance agency offering a wide range of insurance products. The Insurance Services Agent provides excellent service and support to policyholders and agents, ensuring client satisfaction through effective communication and administrative support.ResponsibilitiesAdheres to company policies, procedures, and insurance regulatory requirements, ensuring that all insurance interactions comply with legal and ethical standardsServes as the first point of contact for policyholders to ask questions and understand productsDemonstrates empathy and sensitivity when dealing with policyholders who may be experiencing stress or loss, helping to build trust to maintain a positive relationshipBuilds strong rapport and relationships with policyholders to encourage policy renewals to prevent cancellationsVerifies policyholder’s contact informationProvides information to clients about policies and coverages, answering all questions or concernsSets expectations with policyholders, completes documentation and other information needed for renewals, payments, and cancellationsProcesses credit card and ACH payments for customers and advising on billing statements and payment optionsContinuously self-develops product knowledge and other Agency products offered for referralsAssists Sales Support, Sales and Retail preparing quotes, binders and applications for review and closingsMaintains training and development by seeking ongoing, enhanced product knowledge and customer service skills. Staying informed about industry changes and updatesAssists and supports fellow licensed Insurance Agents and leadership with administrative tasks: mailing checks, completing letters, legal documents, and forms required for policyholders, emails, right faxes, and other correspondenceCreates and distributes flood, replacement cost, letters of experience, and policy changesPerforms general office duties, photocopying, scanning, and faxingDistributes, processes and images lienholder changes received via mail, email, or faxReceives, distributes, and processes requests from policyholders from HFA websiteCreates, reviews, and issues potential new policyholder binders and insurance applicationsWorks various special projects and spread sheets to maintain client satisfaction and Agency efficienciesCommunicates information needed with policyholders and lenders for underwriting instructions and updatesReviews appraisals and pictures, analyzing risk for acceptable coverage increasesReviews policies for updates, coverage increases, and rewrites with policyholders and lendersPrepares cost estimator letters and underwriting documentation for policyholder/lendersUpdates approved underwriting accordingly with various business units and underwritersThis job description is not an exhaustive list of all the functions that a team member performs and other duties may be assignedSkillsHigh School diploma or equivalent requiredMust be able to obtain TN Property & Casualty Insurance License within 90 days of employmentStrong computer skills with ability to navigate Microsoft Office SuiteMaintains excellent knowledge of state and federal laws and regulationsAbility to communicate effectively and efficiently via phone, email, and person to personCapability of gathering facts accurately, analyzing causes, evaluating alternate solutions, and arriving at sound conclusions on action to be takenAbility to manage multiple and/or conflicting responsibilitiesGreat attention to detail, organizational skills, and time managementGood sense of urgency and follow upAbility to handle stressful situationsAbility to work in a team environmentAbility to make complex decisionsCollege degree preferred6 months of related experience preferredA current Property & Casualty Adjuster license preferred but not requiredCollections experience helpful, working knowledge of AS/400 and basic understanding of legal procedures a plusBenefitsMedical and Dental Plan with Prescription Coverage and Vision.Competitive benefits including 401(K) includes 100% company match of the first 4%.Paid time off days (PTO), maternity/paternity leave, and holidays.Community involvement including Volunteer Paid Time Off (VTO).Tuition Assistance for your first degree.Wellness programs that focus on emotional, social, spiritual, intellectual, environmental, physical, and financial well-being.Collaborative and energetic work environment.Professional development and promotional opportunities.Qualifies for quarterly company profit sharing.Full-time team members have the flexibility to create their own health, dental, and vision benefits package.HomeFirst Agency provides competitive 401(k) programs, including investment options and company matching for full and part time team members after one year to help our team members achieve their financial goals.Additional benefits include paid parental leave, tuition reimbursement, Employee Assistance Programs, and more.At HFA, we encourage holistic wellness with physical, nutritional, social, financial, spiritual, and occupational programs available online or in-person for team members.Our newly renovated Home Office campus offers an onsite restaurant, onsite fitness facility with full gym, in-person and virtual workout classes, yoga/barre studio, volleyball, and basketball courts, walking paths, and a disc golf course.Company OverviewInsurance operation of Clayton Homes, Inc. It was founded in undefined, and is headquartered in Maryville, Tennessee, USA, with a workforce of 51-200 employees. Its website is https://www.homefirstagency.com.



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